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How is your pension plan doing?
We produce a full review report for our clients each year (for many twice each year) and this a great […]
Julia Docker
Nov 23, 20121 min read


Empty shops and property funds
New figures from British Retail Consortium (BRC) have shown that more than one in ten shops are currently empty. This […]
Julia Docker
Nov 19, 20122 min read


Change in China
With growth in the Chinese economy appearing to be slowing, recent changes to leadership in the Communist Party are being […]
Julia Docker
Nov 19, 20121 min read


Market numbers: Friday 16th November 2012
The FTSE 100 index of leading UK company shares finished the week at 5,605.59, closing down 72.16 (-1.27%) on the […]
Julia Docker
Nov 18, 20121 min read


Eurozone back in the red
The latest figures from Eurostat show that the eurozone has returned to recession in the third quarter. Their figures show […]
Julia Docker
Nov 15, 20121 min read


Making a fair comparison
The active versus passive investment debate seems unlikely to declare a clear winner any time soon. Some investment advisers are […]
Julia Docker
Nov 12, 20122 min read


Market numbers: Friday 9th November 2012
The FTSE 100 index of leading UK company shares finished the week at 5,769.68, closing down 6.37 (-0.11%) on the […]
Julia Docker
Nov 10, 20121 min read


FATCA and US taxpayers in the UK
This is a guest post by Andrea Karpinski of USA/UK Financial Concierge Ltd. Informed Choice works with UK resident investors, […]
Julia Docker
Nov 8, 20122 min read


Only an idiot recommends UCIS funds
Crime and punishment is getting a little medieval in the US this week. A woman from Ohio who was caught […]
Julia Docker
Nov 7, 20122 min read


Why on earth did I invest in China?
For the past few years, it has been quite trendy to invest in China. There has certainly been a good […]
Julia Docker
Nov 6, 20121 min read


If it’s done well, get rid of it!
I spoke at a meeting of the University of Third Age (U3A) in Cranleigh last week and we took a […]
Julia Docker
Nov 5, 20121 min read


Market numbers: Friday 2nd November 2012
The FTSE 100 index of leading UK company shares finished the week at 5,868.55, closing up 6.63 (+0.11%) on the […]
Julia Docker
Nov 4, 20121 min read


Return to risk
The latest figures from the Investment Management Association (IMA) show that equities have outsold fixed interest securities for the first […]
Julia Docker
Oct 31, 20122 min read


Market numbers: Friday 26th October 2012
The FTSE 100 index of leading UK company shares finished the week at 5,806.71, closing up 1.66 (+0.03%) on the […]
Julia Docker
Oct 26, 20121 min read


Is asset allocation a lie?
There was an interesting blog on Moneyweek recently, asking whether the notion of asset allocation is ‘self-serving nonsense’. The blog […]
Julia Docker
Oct 22, 20122 min read


Market numbers: Friday 19th October 2012
The FTSE 100 index of leading UK company shares finished the week at 5,896.15, closing down 20.90 (-0.35%) on the […]
Julia Docker
Oct 20, 20121 min read


Remembering Black Monday
25 years ago today, much of southern England was waking up to the damage caused by the Great Storm of […]
Julia Docker
Oct 16, 20122 min read


What is the 2013/14 ISA allowance?
The publication of the latest price inflation figures for the year to September 2012 give us an indication of the […]
Julia Docker
Oct 16, 20121 min read


Here comes some economic growth
The latest report from the influential Ernst & Young ITEM Club suggests that the UK economy will return to growth […]
Julia Docker
Oct 15, 20121 min read


Market numbers: Friday 12th October 2012
The FTSE 100 index of leading UK company shares finished the week at 5,793.32, closing down 36.43 (-0.62%) on the […]
Julia Docker
Oct 14, 20121 min read
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